Menlo Equities V Llc
- Regulatory AUM
- $4.7B
- Discretionary
- $3.0B
- Clients
- 12
- Avg AUM / client
- $391M
- Accounts
- 9
- Employees
- 52
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $3.0B | 64.4% |
| Corporations and other businesses | 3 | $1.7B | 35.6% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Menlo Equities Absolute Return Holdings Lp master | Hedge Fund | Delaware | $1.7B | 526 |
| Menlo Realty Partners V Lp | Real Estate Fund | Delaware | $250M | 121 |
| Menlo Realty Partners Vi Lp | Real Estate Fund | Delaware | $192M | 163 |
| Mrp Iv Institutional Co Investment Fund Lp | Real Estate Fund | Delaware | $12.2M | 3 |
| Menlo Equities Absolute Return Fund Lp feeder | Hedge Fund | Delaware | $5.2M | 278 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Holmstrom, Richard, James | Managing Principal | Mar 1999 (27y) | ≈ 18.75% – 50% via Diamant Investments Llc | |
| Kujawski, Kevin, Scott | Chief Operating Officer | Nov 2011 (15y) | Less than 5% | |
| Griffin, Michael, Joseph | Chief Financial Officer | Jan 2019 (8y) | Less than 5% | |
| Bullock, Benjamin, Dure | Trustee | Feb 2020 (7y) | GP / trustee / elected manager of Henry D. Bullock Administrative Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Menlo Legacy Holdings, L.P. | Co Owner | Jun 2008 | A | 50% – 75% |
| Diamant Investments Llc | Member And Co Owner | Mar 1999 | A | 25% – 50% |
| Henry D. Bullock Administrative Trust | Owner | Jul 2019 | B | ≈ 37.5% – 75% via Menlo Legacy Holdings, L.P. |
| Menlo Legacy Holdings 2008 Revocable Trust | Member | Jul 2008 | B | ≈ 37.5% – 75% via Menlo Legacy Holdings, L.P. |
| Menlo Capital Holdings Ii Llc | General Partner | Jul 2008 | B | GP / trustee / elected manager of Menlo Legacy Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Holmstrom, Richard, James: 75% – 100% of Diamant Investments Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Henry D. Bullock Administrative Trust: 75% – 100% of Menlo Legacy Holdings, L.P. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Menlo Legacy Holdings 2008 Revocable Trust: 75% – 100% of Menlo Legacy Holdings, L.P. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $2.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Menlo Equities Absolute Return Holdings Lp | Hedge Fund | $1.7B | $250K | 526 |
| Menlo Realty Partners V Lp | Real Estate Fund | $250M | $1.0M | 121 |
| Menlo Realty Partners Vi Lp | Real Estate Fund | $192M | $1.0M | 163 |
| Mrp Iv Institutional Co Investment Fund Lp | Real Estate Fund | $12.2M | $1.0M | 3 |
| Menlo Equities Absolute Return Fund Lp | Hedge Fund | $5.2M | $250K | 278 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 6.81 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ACQUISITION AND DISPOSITION FEES, PROPERTY MANAGEMENT FEES, ETC.
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗